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Cloud Business Intelligence Tableau Online

  • Writer: June Tucay
    June Tucay
  • Jan 19, 2017
  • 19 min read

In this module dramatic like add travel online as our be eyes as a service client platform that your view work our diagram looks like for the overall picture here we have our data warehouses a service which we just look at Google be queried throughout option that women take look at the PIL service and wrote it Taupo online

Demo Setup

To get set up we start by Gorden Tallis offered are calm and downtown software we see on the right side are the desktop tool which will need to build our analytics and publish those of you have installed badger you Wanna go could on that click on free trial it works on Windows and Mac are more likely do Telstra this would be the hosted version of what would look at which is trouble online through Google last Berkshire trouble online research rifle free fill out this form here and then eventually though create your instance and you get an email that looks like this walk double online to Taiwan line it is all the power of Telstra over its hosted by tableau and what it does is it allows you to sure all your insights in analytics and dashboards and things you build are on what and you can do this with actual parties already stupid internal are by credit users sold Gunnislake into a cream eyesight it pulling my email address frivolous regular 14 day trial the 25 users the users or 500 bucks apart up earlier and if you and rules out enterprisewide to a large number of people either tirelessly not cost-effective you could for cheaper get the hosted version in even you will be more flexibility control your environment so depending on the size and the nature of this are you Wanna consider Telstra versatile online you've never done any of this before I would recommend starting with Taiwan wanted because is easiest way to get up and running and is no real serious investment from your site you tried out felt the form here could create my side and once that's done Harrelson inactivation backed by email hopefully clear and the real Myreside is ready canal sure my analytics in the cloud certificates up literally that important or again we go to online the Tallis of product can't and react to the commercials we just set up we first get the you'll get an intra-real I recommend watching that the first I'm going and were often running we have just to cumbersome reportedly wants from salesforce in this Friday want you could it would these and your basically viewing at live – pulling in real lobelia all aware at all is server environment that you can control

Demo Capabilities

Alan Ross set up to tell long I can do for us go back to the sales that warehouses looking at this do a quick run through of what were able to seizure to have this taxonomy were the top will you have projects and in a project that kinder like a folder where you can organise content becomes the default one you can create a typical way to do this would be to set up a different project would forbid working have an individual project working on with cross functional teams you consider project from that the next old dowdy workbooks and workbooks are a lot like Excel workbook speaking team towns were use of you down a higher gear negative individual use here and we also have you believe the published data sources so what we publish the data saucier like a connection to do will be queried which actually going in sure that Davies was across many different dashboards to this is where you can create that single version of the true worldly so amended version that it stores all connection information calculations separate to realise weight-loss allow users to use service office were they can sort was quick new work work cancer analysing all from what without have been installed Dustup (Edward one of his workbooks here will go into the variety workbook and in the variety workbook will take a look at the baseball statistics a lot that and with that you can see some of the capabilities of tableau we can highlight things also want to filter down around want to see these four teams here to keep only in filter and that that's not extra functionality that you need to build in to adjust automatically includes this inside here I can have filters to change the view so this is something that you set up on the desktop environment and rural change the display based on what you are allowed to do you can also export data for example by Wanna to download this entire thing I can actually could this act button choose data across To excel PDF one image circular bringing this into a PowerPoint for example you could simply do that the also the building to do something interesting where you can allow users to save their own versions of reports say that I was particularly interested in doubles and I want to highlight our was Angelus and Boston an article with regardless you can lose something interesting here maybe this is all I'm interested in regarding to remember my changes say away and Boston and remember patents wonders of the world now actually takes your like using my username and gives it the name I just gave it which is a customised view so now when I go to the side have the default view the more or the remember my changes option I have the view them working out so I can build the view I can share this view with others so you allowed to interact with your data drawdown find something interesting say that position that snapshot that you render ensure that link outcome memorialise that time I also to download the entire workbook which case I could an opening tabloid desktop in some work with the manipulating it updating whenever I assume you have permission to do so and I also can subscribe via email so with this helm email already registered I can subscribe to just this sheet or multiple sheets in the workbook I produces schedule for I want to be don't to the basics of so you can build the visualisation to ensure real where you can subscribe to a you can download it you can exported you can create custom views you can even embedded in HTML documents are commenting on people like to do as they created an intranet quarrelsome WordPress through ball maybe ensure something and it takers coherently project to different website to embed the visualisation directly into the workforce when you choose this are windsurfer sharing your life will be able to remove a lot of the are Cromer the you wire that he can see the embedded was why display county was no reckon that will do is unlikely change it were takes with header moral that I sold the sure board the barroom striking even going here and say: Toolbar is no anger of tool Balavan several why always like a controlled the display and terms of what the what people see and how build them in Iraq that all this means is that you would just a few quirks and depending on the size of your implementation relatively low-cost are able to deliver really powerful business and told staff and allows people to really touch and feel in Iraq the data marijuana systems lady do it at this level at the Tamils and a great job making the server environments very immersive

Demo Administration

Else take look how to administer this it is servers that also by Tumwater is not on here but Rossi had a add users in deal with projects and permissions manager back to the home screen here and if on an adman I have two different out shearwaters can't which is what answerable from reasonable doubt and you'll one is admin working actually going on exchanges will take look at some of these views in a minute but just know that there is lots of different ways to understand the activity of the server and house performing under users of I click here its principal like in our user just by one I can give them and you my personal email them some impulsively can come sign up pretty basic I can give them interactor which is just basic ability to more gaining work with a workable can deal with that viewer which is kind of a few only mode and unlicensed reruns adding them from now maybe I have 200 users are what add but then it can rotate those licences are now writing change the licence level without having to have re-sign operator from the right privileges you have the ability to give them are published commensal day if there are tableau desktop user and building their own visualisation to the day that they can actually publish those to the server I'm you Cossiga them side administrator meaning they also can add users and deal with the content knowledge stuff suspicion for religious animal here attends the registration information and elevated from the also can import users so you can give a CSV file save a couple hundred folks to do that with you can now you can just import the filename here and it's a pretty basic format its username password email that groups are a way of creating security controls that allow you to do it by group in Surabaya individual so common thing to do would be something like this we help finance group for example if you have sales group and are done projects we can add projects are more Finance project sales HRC is typical way of doing it as you set up by Parliament and then with that I can say, Finance one good permissions all users right now can see it the guerrilla and him the ad permissions almoner and finance group as natural project leader figures were the permissions get pretty detailed so utterly going to each option here but the basic idea is a mutual almost everything that a person can and cannot do in the server environment so in general will able to view Hollywood you things delete things download things whatever inside a workable Canadian filter start add comments you, to set up with the data source were Canadian or other project leader the project leader is also a side administrator but it's just as project meaning any content in that project they can do anything to at the helpful control and added responsibilities over it but I want to give that now anybody that in the finance group would automatically have the ability to control any of the car With the in silence project this is an interesting here is assign permissions the contents so as users publish their content to this server variables will actually customise the Russian so Australian a second regular publishing by our user or publisher could essentially override the permissions of the project for that specific report this is giving dad I don't know a case that either been to a client site where there is and somebody from sales that needs to see something in HR summary from finance and need to see something and I different groups are project so it's it's a good thing but also to get elegant only need to reset you have the ability is administrator to basically take whatever operations of the project level and is automatically cascade them down into the contents of that project just as much you can actually go down check the permissions of the individual user's you can see our administrator but the Road users you can see what exactly they have for this project Indian connections you can see all the different connections that are set up here the workbooks accomplice soul of of just Excel stuff and then there is also want is a troubled dinner extract will double Today that there is two different ways to do it Almon is to connect live which is are recommended if you point from something like Google Bigbury which is designed to be really fast working extract the data and that Diblasi will within the work work as a files so compressed: the format of second mini column the database and with that it actually is portable so while this is really good if you have some data that you not sure the sources can achieved without you knowing what you like keep hitting the same day source live eyes while this may be the source is an ideal is not designed to be superfast you can extract this and you just get a really great option works it's fast your of analytical function that you can use and its portable so with the sources were completely disappear your trucks – which would be wise is what she can see that based on the connection type I can go in here and if this was something that was all live connection google for example I could quicken that includes edit in change the connection from a reversal of removed the credentials needed change whatever so here's in the daily connections how you can edit and manage lots of either five or six connections I did and all those the same time understand is why you'll be able to update the are refresh rates suitable server can go out and pulled either on a regular basis you can see here that under the scope we have extracts challenges mention how can pull the daily in from sources them transaxle system is living in McLeod is well tableau online is able to do that if you work inside of your firewall sequel server database will go something double online actually is unable to do that yet so you need to tell trouble server the on premise version of Taiwan I is really worried that capability otherwise you'd have to you do it are using the new API our users traditional manually themselves so with that in the schedules you can 70 extract schedules is all the subscription schedule, schedule people use for sending out emails you can imagine what schedule or allowed to set up various options are extract refreshes were under task this is where when you create refresh your life to build the seal was the them here and you can edit the schedule over priorities and deal with all that publisher data source I wish Goldberger `regardless as descriptions of the same thing if we had a list of subscriptions users that have subscribed duty was to them here you can and those barrier

Demo Publishing to Tableau Online

Ltd look at publishing to tell online similar open up tableau desktop the desktop to we need to do this and although simple visuals addition in the will should double server cerebral freshness you weakened it and starting were a lot of before with my All that pulled in from big query the supershow dataset will alternate out dataset ago had just Wyvis seriously birthrates year over year is are supershow dinner with this will hadn't put the scale will there will say product category performance but build our map to good it states to simply double-click nonstate and a drawnout be somebody that I have in the an orchid calculation and cancellations can give me a profit ratio if you want no more about how to come up with some of these calculations and give more desktop desktop there is another course I have your body announces fundamentals with tableau I will get you deep into now is those covering trouble online but here is a proper ratio calculation and add that to my dataset here dragged along the colour and should update my mouth so collars and based on the state it's a still map pronoun if I didn't like that monitor changes likely do so better circles and thorough sometimes is good because an amount your filling up the space meaning your drying an object that a certain size not be so will value other than the geographic border so must the geographic areas relevant your announces might not be the best thing here this is inching want to Wanstead seems to pop out of the other the changes colour they will do something a bit more called one from something like that can profit by state will collars and lastly washes do sales trend of execrated some formulae some calculations on my dataset annual do this in the downloads for it but the square had opposed the war day because the format it was and wasn't in recognises a date by big great big query like the more traditional time European style where it were modern day not the American a US style risk and Allan border so are what you get that the having dragged an overall dollar sales trend Tayvallich defaults to year Arminius Novi is announced gorillas from cigarettes Celtic look at sales over time and in fact have show me draw a line transforming into the like of your Namibia wardrobe current month from year" else tickled Monicagate so this is interesting are living instead of looking at it at this level and makes more sense to do Montaner discreet format meaning all January the same of February same etc and all actually do a year and see your year calculations of years that months in this for all years would some from January 1 as January were quite all the little striker Dion again to colour and this gives that can give me a year second activity your year calculations and other have insatiable quicksilver I want this to be include values on track no on was your stakeholder the past two years fact they can change this filter type to be summed not to bid easier to work with Sir analysis are drop-down filter on medallion make it a are a relevant filter so it's a different way that we have to trigger dates suffer click on continuous here originally some more options and how it connects emitters are a range of values substantial policy 2011 to 2000 they and our trigger had and driver-side dental labels so I don't need alcohol-related reckless eardrum right in the page itself changes practically year ago and his collars Oral Roberts are floating so to do medium colours and all do from the previous year make your light blue and for the Wanamaker more the ball will the swelling tide of see your year affect the make the 2011 on even wide taxonomy like a medium grace of the like that and five dragons, top level actually dreaded drive out of is what she can can see your view performance here are on the trend some garlic of the contracts was to have included dashboard now MacGowan theorems can double-click each one of these guys thoroughly to worried about it now and from that of the have now joined the go down here the trend tenets to be drawn out of a better there are your slaughterhouse some kind of dashboard like this and that even add to product category a products of category surgery Guineans you broken down into trams of which was actually performing within the categories themselves are so found collars sales overview also all make it in Iraq dermal quickens going to uses a filter warrants is from here's bile piloting tells currently values it allows you to trigger water different layout options are item like this landscape offer the iPad but in this case was making a laptop wants the way we can see a lot of shrink don't need any these of limitless floating fragments down here's can make sense of profit the economic's floating Dragon here from now from the regions will – which can see all regions here are so and on track that okay call a real soon now I have some charts have some stuff that has been drawn can actually see what's happening by tautologous we have oral legends of labels everything sown with her your view performance I can click on this guy in likely still to the other ones city tables are doing down the profit sites are one of filter Laura Donnelly mounted actually would like all the States Nostra doing barracks from the couple you can see the sales trend your year what does look like, and check that bedraggled state were cosmic this worth alters wealthy users filter as a Somali icemaker and racked by taking a work until can what's happening inside of Montel, that can see Montana sales seems like office machines going us hear the rattle -12 K and profit so I if you look at this allows you to really wrapped in mind Zetters Road only mentioning really quickly this is point from my dataset big query MacGowan same this and then publishing up to the Cerberus to do that I need to sign into the server the sermons cases online that Tamil software time with my warning the back and choose server polish workbook manner uncheck the birthrate Wanna gone down the show that was just test what's put this in the sales wine no-no is already very lastly we separations are just like with the Finance project if we accept custom promotions on this we would be now reselling it second could Yass faculties do that summarily can see with the Finance one actually or no users my group so I do that again along reset the promotions now this is whereas I've mentioned I can actually change that like add groups and I can certainly be the Finance team are elders of this for example so you can as a publisher set up custom promotions on check that guys should sheeters tabs at fine in fact all really in a published is the dashboard and all people is see the individual track" either polished dashboard is the affront authentication what can happen is can promptly users we don't want that one bed this in Wanna control access to the dashboard itself if you have something set up with your database and rollable filtering for security you still can do that you chapter add one extra filter into your travel dashboard regularly asked me to sign and inadequate published your upload the data now New York now are dermal workbook is available on our trouble online server critical look at it that an on-screen you can see it's the first from here and workbooks wrecker, could, sales overview as doing this it's going out you could be query it's running all those calculation came up with its points in the back it's drawing shapes putting in the right order creating those interaction points working click on and so filter some of the other views without having a refresh my page and do all that stuff just as a doing desktop now living here on the web are just as such I can remember my changes second are sure this link with someone else slightly with embedded

Demo Web Authoring

One of the other things about this that it gives you the ability to viewers as the work work directly on server suffer click edit here I'm not in trouble dustcart I don't have trouble desktop install per se I don't needed to have it installed triggers the Wanna click edit exactly give me a very similar edifice where I can build chance and I want as I go through here I can take with my different datasets were included in there and I can start writing field dialling a construct building visualisation is just as ideas are almost as well as I could have on my local machine but your on the server itself this is why when I talked about the difference between simple charting and a true the I platform tableau really houses covered on the be eyesight because I not only can I in Iraq and sworn filter and do all the stuff I can even build visualisation is from a big data source like will be queried all from the well without having install any software pretty powerful stuff the cost it's well-written marmite if you think about how much it cost the stand of the stuff on eroded to be are quite a quiet cost savings of the survivors to do that I could then actually save this is a different version do more to say and I can go back and take wickets on the other trucks all that soaks it's a really powerful way were you can start on the desktop or media analyst republican struggle desktop polishing up sure something with the rest of the world in and eventually get to the point where users themselves can edit that all from the web all I without having to install the software the ensure they can interact with the the conglomerate and stop

Demo Updating Data

Celtic a quick look at how we would have trouble online automatically update Ardiles was for us for back here in the glow to my workbooks if a workbook had a Davies was connection that it had extracted data I would be able to set up a scheduled caste flat substituting look at the salesforce one click on salesforce in say schedule tasks and inhere it didn't have refresh set up direct Electrical can take out a full refresh interest choose the the schedule for I when I do so needs to in it how all the credentials and everything set up a tunnel itself can pour from all different data sources tell online only has the ability to update from some cloud once to the cloudiness was that supports today are the primary ones are salesforce Google analytics and Google Bigwood on the couple others but those are the primary ones I come across if you want reward fall as the different letter component from all you can go into the help menu and choose produce forces and you can see here about all the difference off-Broadway seducers of connecting terminal that soaks with tell online it only has ability to basic report from other cloud once so aims on red ship to be another example Google bakery all those all attend like you said if you doing suffer Michelago usually be connecting livestock extracting believer refreshing it I is again be your typical use case if that is a common thing that you need to do you any Mildara consider running something I told server the on premise reservists Ian and Evans on ACTU workable complete engine instance where it can actually reach inside of your firewall qualitative and directly

Demo Usage Monitoring

And the last bid to talk about the come online the talk about usage monitoring in the other section of tableau online you have the ability to work at some reports or controversial here this is a site activity report on what this will show you or basically the high-level stats about what's going on on your server now as you go Audi have lots of different workbooks and all of this will become at 115 look at the basically allows you to take look at this activity on your server you can at audit you can download this your keyword any the other wants you can tickle to what users on themselves are doing whose body and currently what the active you look like this is a really interesting part whatever activity we can see that the with in the range of how often people do certain activities under performances three you can take a will can see of each individual view is performing you can see what the average and a standard deviation band of your performance our underbody have the load view this is how wanted actually takes to give the dealer and our top is the computer use of you have a really complex visualisation mean with thousands and thousands of doubts being drawn on the page this compute time capture take a lot longer than to just disappointed that they you can sort felt averse backup tasks is warned the outlook at all like if you have refreshers known on this rigid sealed list of all the background tasks and you'd see want that failedusage you'll see which extracts with workbooks are taking the most your server and other customers view this is what you will see how many people use that remember my changes future and how much size that taking up much space it needs on your system you can actually thought about user or you

Recap

So this point we talked all the use cases in the purpose of using the cloud any damages and the last thing I would say is to experiment make sure that when you're looking at this that you considering security in considering your dealer sources considering what little do to your organisation what it means for people's jobs that you maybe impacting by switching to the clout it is more than just a technical cost savings you will have to think about what it does your cauldron any impact may have it's a real important decision but it's wondered if you do arrive and you embrace the potential a lot of people can benefit from it your customers your employees and investors and and everyone else involved the pictures that we originally drew look something like this and what we've done thus far is take a look at using Google be query other data warehouses service and Tamil online as organisers service is to products that I've used for are a while now a consultant was several client type and isoleucine shine so I highly recommend these two so that there are others out there are graders well so I will be rejoined this course and good luck with all your experimenting and using the cloud cleared your solutions

 
 
 

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